A commitment to invest mindfully and with care
While our decisions are conservative, the returns are not – our performance to date is highly competitive.
We are mindful that the first priority of our clients’ is to not lose any capital; the second is to grow it, and the third is to grow it well.
Infinitas Asset Management Ltd as a boutique financial advisor and investment manager was established in 2008 amidst the Global Financial Crisis.
We have considerable experience in the front line of portfolio and client management during the most financially challenging events in recent times.
We take a collaborative approach to investment choices. Our advisory and investment committee is a unified team, and our business is built around the outcomes of our discussions of the markets and specific investment ideas.
We rigorously debate our portfolio decisions. This open and collegiate environment makes the team as a whole more intuitive and able to anticipate changes in market trends well in advance of the news.
The principals are directly available to you, which makes us extremely proactive in the management of your financial affairs. Your affairs, your goals, and the way you like to be serviced are not lost in translation, as can often happen at larger firms.
We are able to do this because we work with a limited number of clients.
Our personal success is closely tied to that of our clients’. As the management of Infinitas, we invest our personal money alongside our clients’.
We do not run principal positions in investments to take any advantages. Therefore we are 100% focused on the interests of our clients’ above all else.
We believe that investment management should be about values and not just valuations. Our values and those of our clients are reflected in our investments.
Economic cycles repeat, albeit not uniformly, and with economic cycles come land cycles and market cycles. Observing these patterns of human behaviour means that opportunities can be identified and their prospects evaluated.
History does not repeat, but it sure does rhyme. It takes the experience to identify these cycles & more importantly to identify where we are in a cycle at any given time. You cannot fight the cycle, but you can use it to your advantage. Most importantly, we know the historically significant signals which project that a cycle is moving into a different phase.
Our analysis looks at leading indicators of future price performance, such as support and resistance for trends, patterns signaling price breakouts and also volume momentum and volatility.
When time is your most important asset, why waste it? Why do investors buy into a turnaround story, when one can buy into it as it starts to demonstrate said turnaround? Why invest in a downtrend that can go on for longer than expected, when you can invest in an uptrend & still capture the lion share of the gain. Time is precious in all aspects of our lives & we take that into account when allocating capital.
Looking at the longer term prospects of the company. We analyse its financial condition and management going beyond the obvious and sometimes misleading indicators to the metrics more revealing of an accurate price.
Where most investors look at the simple price to earnings ratio (PER), we know there is more value in PEG (Price/Earnings to Growth) ratios. Where most investors look at deceiving dividend yield numbers, we know the real value is looking at free cash flow data (FCF) & free cash flow growth.
We maintain a thorough understanding of regulatory and policy outlook. We identify the categories which will benefit – or suffer – and which companies are best positioned to profit.
As fund managers, we spend a lot less time moaning about politics than we do looking for opportunities that arise from market distortions. Being agile enough to quickly adjust for changes in the policy landscape is one of our key points of differentiation.
Economies and markets are connected as never before. With so many signals to consider we focus on the impact of three primary themes: technology, demographics and geopolitical. And we also consider three additional filters: energy, resources and conflict.
We view these themes as key, unstoppable forces. We also view these themes as presenting us with long-term frameworks to adhere to when making investment decisions. Investors who find themselves on the wrong side of these themes are essentially saying technological advances will slow, the population will decrease and governments will have less impact on the lives of the general population. All of which are very unlikely.
Our sixth filter brings the weighted outputs of all the previous five together, to enable us to select the best investment option from our five filter analysis.
The ranking of investment options is key. If an entire sector does not meet the investment criteria, why invest in it? If an investment thesis is compelling, why not filter out the less desirable exposures & only invest in the best? Investors do not have to own everything. By definition, it is what you do not own that generates you an excess return.
Once investments are made, we closely monitor them against the previous six filters. If situations change, we are ready to preserve investors capital.
The market will tell you that an investment decision is wrong well before any analyst or company announcement will tell you. Having a structured, yet adaptive approach to stop losses is key to ensuring egos take a back seat when investment decisions are made. On the other side of the equation, when an investment thesis has reached its full potential, we look to exit & redeploy the capital into the next opportunity.
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